University at Albany

Policies and Procedures

Table of Contents

The University at Albany Foundation staff is here to assist Foundation Fund Manager with the following Policies and Procedures. Below you will find the most current information, policies, guidelines, and forms you will need to establish and maintain your Foundation accounts. If you have any questions, please contact the University at Albany Foundation office at 518-437-5090.

  1. Introduction
  2. Investment Policy Statement
  3. Fundraising Activity for the Foundation
  4. Gift Acceptance Policies and Guidelines
  5. Gift Handling, Reporting and Stewardship
  6. Program Fund Information
  7. Fund Managers
  8. Endowments
  9. Endowed Chairs and Professorships
  10. Student Financial Aid and Prizes
  11. Recognition Opportunities
  12. Governance and Internal Controls
  13. Procedures for Depositing Funds
  14. Policies and Procedures for Disbursements
  15. Policies and Procedures for Equipment